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Transamerica Inflation-Protected Secs R4 TPRFX

Quantitative rating as of
  • NAV / 1-Day Return 9.42  /  0.21 %
  • Total Assets 79.5 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 7.32%
  • Effective Duration 6.75 years

Morningstar’s Analysis TPRFX

Will TPRFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Transamerica Inflation-Protected Secs R4's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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